The Rosamond Financial Group Wealth Management, LLC

The Rosamond Financial Group Wealth Management, LLC (CRD# 290902) is a financial advisory firm headquartered in Marble Falls, TX. They manage $54,392,383 in 257 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
608 N. Us Hwy 281, Suite 103, Marble Falls, TX 78654
https://www.rosamondfinancialgroup.com
By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    257
    ACCOUNTS
  • Average Account Value
    $211,644
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at The Rosamond Financial Group Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Preston Rosamond, financial advisor Marble Falls TX
Preston A. Rosamond
CRD#: 4343488
608 N. Us Hwy 281, Suite 103, Marble Falls, TX 78654

Preston Rosamond (CRD# 4343488) is a Registered Investment Advisor in Marble Falls, TX and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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